Ardian: ‘We’ve been less shy on factoring growth into our business plans’

In this episode of the podcast, editor-in-chief Bruno Alves sits down with Marion Calcine, chief investment officer at Ardian Infrastructure.

We’ve been hearing a lot about investors’ newfound interest in Europe. Ardian raised one of the largest-ever Europe-focused funds last year, so we spend a good chunk of our discussion dissecting the European investment opportunity, what is attracting LPs to it and how the assets on offer differ from the North American market.

Given Calcine's role as CIO, we also delve into portfolio construction, what Ardian sees as essential infrastructure, why it feels comfortable factoring more growth into its business plans these days, and the role of technology in portfolio management.

Finally, we touch on AI infrastructure, how Ardian is approaching this huge investment opportunity, its thoughts on AI sovereignty and much more.